IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,346
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.15M
3
+$6.59M
4
OKE icon
Oneok
OKE
+$5.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.84M

Top Sells

1
+$14.2M
2
+$12.2M
3
+$12.2M
4
BND icon
Vanguard Total Bond Market
BND
+$11.2M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.46M

Sector Composition

1 Financials 6.84%
2 Consumer Staples 6.25%
3 Technology 5.73%
4 Energy 5.71%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
$14K ﹤0.01%
955
+90
2677
$14K ﹤0.01%
+500
2678
$14K ﹤0.01%
700
2679
$14K ﹤0.01%
657
2680
$14K ﹤0.01%
151
+101
2681
$14K ﹤0.01%
638
-5,599
2682
$14K ﹤0.01%
863
+13
2683
$14K ﹤0.01%
848
-127
2684
$14K ﹤0.01%
189
-156
2685
$14K ﹤0.01%
239
-5
2686
$14K ﹤0.01%
149
-97
2687
$14K ﹤0.01%
545
+200
2688
$14K ﹤0.01%
1,000
2689
$14K ﹤0.01%
782
+433
2690
$14K ﹤0.01%
550
-1,000
2691
$14K ﹤0.01%
400
+200
2692
$14K ﹤0.01%
1,024
-159
2693
$14K ﹤0.01%
12,125
+5,000
2694
$14K ﹤0.01%
50
+25
2695
$14K ﹤0.01%
7,824
+5,861
2696
$14K ﹤0.01%
1,248
-10
2697
$14K ﹤0.01%
+665
2698
$14K ﹤0.01%
42
-87
2699
$14K ﹤0.01%
177
-20
2700
$14K ﹤0.01%
315
106 107
108
109 110